Must Read
This is a collection of articles that are considered important first reads on personal finance. It’s a great place to start for DIY savings, investing, and more.
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My wife Lindsay and I run an advice-only financial planning practice from our home in Lethbridge, AB. We work with clients virtually across Canada, mostly by email and video call.…
I am beyond thrilled to share this latest episode of The Wealthy Barber podcast with David Chilton. I was invited back as a return guest to talk about retirement planning…
*Updated for October 2025* If you’re a high-income earner staring at a mountain of unused RRSP room, you’re not alone. Many Canadians with strong salaries struggle to come up with…
You’ve handed in your notice and circled your retirement date on the calendar. Congratulations! Now what? The three months or so before retirement and the first six to nine months…
(What I wish I’d known at 18, 24, and 30 – from parents and grandparents who’ve been there, and a financial planner who can translate those experiences into actionable advice…
*Updated for Nov 1, 2025* Regular blog readers know that I’m a big proponent of passive investing with low cost, globally diversified index funds and ETFs. Why? Low fees are…
One lesson I’ve learned from my retired clients is that it’s human nature to feel anxious about spending money – especially when the paycheque stops and you’re drawing down your…
We like to think we make rational decisions with our money. But time and again, we fall into predictable traps—especially when it comes to how we frame our finances. One…
A few years ago, I shared a simple yet powerful idea for managing your portfolio in retirement: hold a low-cost, globally diversified equity ETF for long-term growth, and pair it…
I’ve spent a lot of time helping people figure out if they can retire. But what surprises many is that the harder part often comes after that: convincing them it’s…